EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.73M
3
+$3.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.12M
2
+$1.01M
3
+$933K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$634K

Sector Composition

1 Technology 13.19%
2 Financials 6.25%
3 Industrials 5.44%
4 Healthcare 5.1%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$55K 0.01%
1,366
+980
602
$54K 0.01%
+604
603
$54K 0.01%
845
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604
$54K 0.01%
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605
$54K 0.01%
729
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$54K 0.01%
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607
$54K 0.01%
1,727
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608
$54K 0.01%
1,346
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609
$53K 0.01%
+1,493
610
$53K 0.01%
1,362
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611
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612
$53K 0.01%
687
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613
$53K 0.01%
395
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614
$53K 0.01%
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615
$53K 0.01%
898
-1,070
616
$53K 0.01%
+2,265
617
$52K 0.01%
1,971
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618
$52K 0.01%
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$52K 0.01%
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620
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1,688
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621
$52K 0.01%
+929
622
$51K 0.01%
+860
623
$51K 0.01%
873
+280
624
$51K 0.01%
757
+721
625
$50K 0.01%
431
+401
23 24
25
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